See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,156 | $93,024+77.5% | $77,024+114.4% | $134,475+22.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -23.71% | 62.60%-86.3pp | 42.32%-66.0pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,851 | $3,418-45.8% | $2,812-34.2% | $4,740-60.9% |
| Participant deferral / active EE | $4,729 | $5,238-9.7% | $4,426+6.8% | $6,400-26.1% |
| Admin fee / account holder | $6,508 | $6,944-6.3% | $5,425+20.0% | $11,426-43.0% |